Porter White Investment Advisors, Inc.

RIASEC RegisteredEst. 2005

Total AUM

$748M

Discretionary

$734M

98% of AUM

Avg account

$2.3M

Accounts

329

Employees

Advisory reps

Firm details

Headquarters: Birmingham, Alabama
CRD number: 110876
Registered since: May 12, 2005
Website: pwco.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI67.4%
Charitable Organizations17.07%
Pension & Profit Sharing Plans13.17%
Corporations / Businesses2.15%
Individuals0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Porter White Investment Advisors, Inc. is an independent, SEC‑registered registered investment adviser that has operated since 2005. The firm serves both individual/family and institutional clients and acts as a capital allocator. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and pension consulting. Fee arrangements include percentage of AUM, hourly charges, and fixed fees. The firm is not identified as an active ESG investor and is not listed as a multistate adviser; industry affiliations in the data include status as a registered municipal advisor and an affiliation with a law firm.